How it works
Four steps to clarity
No setup marathon. A short onboarding, a guided tour, and you're tracking.
From sign-up to your first insight
The whole journey on one screen.
Create your account and first workspace
Sign up and follow a short onboarding flow that sets up your first workspace. You can add more workspaces later for family, business, or side projects.
Add your transactions
Record income and expenses as they happen, and save the repeating ones as templates so routine entries take only a click.
Watch your numbers take shape
Income, expenses, and net balance update as you go, giving you a clear view of each workspace without manual calculations.
Invite people to share the view
Bring in family members or teammates so everyone works from the same up-to-date picture of the workspace.
Your first session
What you'll do on day one
A simple checklist to get a workspace set up the way you like.
Create your account
Sign up and follow the short onboarding flow.
Name your first workspace
Pick a name that fits, like Family or Studio. You can add more workspaces later.
Add a transaction
Record an income or an expense with the focused entry form.
Take the guided tour
A short walkthrough points out workspaces, transactions, and the main areas of the app.
Save a template
Turn a repeating entry, like rent, into a template for next time (Plus and Team).
Invite someone
Send an invitation by email when you are ready to share (Plus and Team).
One workspace for every part of your life
Everything you add lives inside a workspace. Switch between them in a click and keep household spending, business expenses, and side-project income in separate, clearly labeled spaces. Each workspace has its own accounts, ledger, budgets, categories, members, and totals.
- Create as many workspaces as your plan allows for home, work, projects, or clients
- Switch instantly from the top bar without losing your place
- Each workspace keeps its own accounts, members, transactions, and numbers
- Invite only the people who should see that part of your finances
Manage money with the people who share it
Invite family members, partners, or teammates into a workspace and manage access from settings. Everyone sees the same up-to-date picture, while each workspace stays limited to the people you choose.
- Invite multiple people into the same workspace by email
- Manage members and pending invitations from settings
- Only people you invite can see a workspace
- Keep shared money organized without shared spreadsheets
Day to day
A weekly rhythm that sticks
Small routines that keep your numbers working together.
Log as you go
Add income and expenses the moment they happen, at the counter or later in the evening.
Review the ledger
Search, sort, and filter your transactions to see where the week went.
Compare the totals
Income, expenses, and net balance update as you add transactions, so you always know where you stand.
Stay in sync
Everyone in a workspace sees the same up-to-date picture.
FAQ
Getting started.
Can’t find what you need? Reach out and we’ll help.
How do I get started?
Sign up, name your first workspace, and add a transaction. A short guided tour then points out the main areas of the app.
Do I have to invite anyone?
No. A workspace works fine on your own. Invite people only when you want to share it.
Can I add more workspaces later?
Yes. The Free plan includes 1 workspace, Plus allows up to 5, and Team is unlimited.
What if I make a mistake in a transaction?
Transactions live in a searchable ledger, so you can find an entry and correct it whenever you notice.
Where do templates fit in?
Save a repeating entry such as rent or a subscription as a template, then reuse it with a click. Templates are part of Plus and Team.
Ready to set up your first workspace?
Create an account and be tracking in minutes.
- Free plan available
- Invite-only sharing
- Guided tour included